Draft from the call notes
Paste the notes or upload the transcript and the buyer’s RFP. Docsiv drafts the proposal around what the buyer said. Your rep checks every number before it goes out.
For sales teams
Know who read the proposal before the follow-up call.
Sales teams draft proposals from call notes, share them as one tracked link, and get the order form signed in the same place. You see who opened it and which sections they read.
The proposal decides the deal. It still goes out as an attachment.
Notes live in the CRM. The proposal gets written in Google Docs, the deck in PowerPoint, and the order form goes through DocuSign. Then the PDF disappears into the buyer’s inbox, and nobody knows whether the CFO read the pricing. Docsiv keeps the proposal, the deck, and the signature on one link you can see into.
Works instead of
- Google Docs
- PowerPoint
- DocSend
- DocuSign
- PandaDoc
- Qwilr
From discovery call to signed order form.
Three steps your reps repeat on every deal.
Share one link, see who reads it
Every stakeholder opens the same link. You get an email when they do, and analytics show views, time, and reading time by section.
Get the order form signed
Signers sign one at a time, in order: the buyer, then your side. Every signature lands in a tamper-evident audit trail.
Everything a deal needs, on one link.
What reps reach for between the first call and the countersignature.
Pricing, scope, and terms together
Keep the pricing table next to the scope and timeline the buyer is reading, so nobody negotiates from an old PDF.
A deck that opens in PowerPoint
Build the pitch deck in Docsiv, share it as a link, or export a PowerPoint file with editable text for the champion to forward.
Redlines without the version chaos
Every save is recorded with who changed what. Restore the version legal agreed to in one click.
Templates the whole team starts from
Save your best proposal, pitch deck, and discovery questionnaire as templates. New reps start from what already closes.
Every document a deal actually needs.
Each one on a real Docsiv document type, co-branded or in your company brand.
Sales proposalsProposal
Pitch decksDeck · PPTX export
Order formsContract- NDAsContract
- Master service agreementsContract
Mutual action plansDocument
Security questionnairesForm
ROI business casesSheet · beta
Questions sales teams ask.
Something else? Ask us directly or compare plans.
See how each piece works.
Everything on this page is part of the same workspace. Go deeper on the parts your team uses most.
Run every deal from one calm workspace.
Proposals, decks, and order forms your buyers open, read, and sign on one link.